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Hello, everyone. Andy Lara here. Thanks for joining us in the quarter one twenty twenty six road map updates for IDG and compliance.
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One of the things that we love most about these quarterly updates is showing you all how customer feedback
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directly shapes what we're building, and then so many of the features that we ended up shipping last year definitely came from, um, many of the conversations that we had with you all and then industry needs, of course.
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Let me walk you through what we delivered in quarter four and what we're actively working on right now
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and where we're headed for the rest of the year.
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Alright.
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Let's start with what we shipped in quarter four for policy compliance. And, honestly, this was a really solid quarter.
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First up is policy exception management.
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Many organizations told us that handling policy exceptions has been a nightmare. Lots of back and forth emails,
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no visibility into who approved what,
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and zero audit trail.
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So we build a structured exception request process right into the platform.
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Now your employees can submit exceptions.
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You can track them through review on approval,
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and then everything's documented for compliance.
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It's all transparent,
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all traceable.
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We also went ahead and launched a document watermarking,
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uh, feature and functionality.
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This one is simple, but very powerful.
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When someone downloads or prints a policy PDF,
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it gets automatically watermarked.
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You know exactly which documents are official, and it helps discourage
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any unauthorized sharing.
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And finally, reporting enhancements.
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We expanded your reporting capabilities with enhanced questionnaires,
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advanced filters,
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and scheduled reporting.
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Ultimately, the goal here is to give you better visibility into compliance activity without having to dig through data manually.
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Titled
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other
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party pending.
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This lets you see, at a glance, titled other party pending.
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This lets you see, at a glance, when a contract is waiting on an external party versus when it's sitting with your team.
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No more guessing on where things stand or who's holding the ball.
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We also added workflow flexibility,
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which is a game changer when you need to make last minute changes.
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You can now move your contracts back from the signature stage to the review or approval process without having to restart the entire process.
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Because in all honesty,
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contracts change
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right up until the last moment they're signed, and your system should be able to support that reality.
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Now let's talk about what's in progress right now for Document Compliance.
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All three of these features are about 90%
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complete and then on track for February.
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Uh, one of the first items is, uh, the collaboration tool. This is gonna unify how teams collaborate across disclosures,
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workflows, reports, and management views. Think of it as bringing, like, all conversations
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and context into one place so you're not necessarily having to jump between emails or team channels. Everything's visible to collaborators, and then nothing falls to the cracks.
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Next is going to be my reports and report enhancements.
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With this, we're giving you all richer employee data and then personalized report views so you can get insights on what you need much faster.
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Less time building reports, more time acting on what they tell you.
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And then finally,
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branching from drop down questions.
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This adds dynamic branching to your disclosure forms. So if someone
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answers Apple to a, uh, drop down question,
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they will be presented with the relevant follow-up questions. It makes the experience smoother for your employees and ensures you're collecting accurate data without overwhelming people with irrelevant
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fields.
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Now for incident compliance, uh, we're tracking towards March delivery for all three features, um, and then we're currently sitting at 75%
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completion.
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Um, the collaboration tool is coming here too along with my reports and report enhancements.
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Um, and here's one particular one that I'm excited about. That's gonna be the data retention and delete controls. We're essentially introducing a configurable
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thirty day deletion hold for any incident marked for deletion.
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Then looking beyond quarter one, I wanna share three big themes driving our work for the rest of 2026.
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AI enhancements, where we're enhancing our AI to optimize intelligent document analysis and then extract
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key metadata.
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UX enhancements, we're streamlining your daily workflows with bulk actions,
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smarter dashboards, and more intuitive interfaces.
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And then in the HR systems integrations, we're connecting directly to Workday to automatically sync employee data and role
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changes.
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So that's where we are. A strong quarter four behind us and then an exciting quarter one underway and a road map for the rest of the year. We're here to make sure compliance works for
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you. Thank you so much for your time, and thanks for being a part of this journey with us. Talk soon.
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